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Technology Stocks : Compaq
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To: Kai-Uwe who wrote (8613)11/5/1997 9:25:00 PM
From: hpeace  Read Replies (2) of 97611
 
kai, we agree, I have repeatedly stated that amd is hurt by the cpq's and IBM's. they are sold out already and companies like cpq just chew amd up on price at the bargaining table.
amd can sell to the 2 and 3 tier.
whatever is killed, someone takes it's place.
but, I exited amd at 36 months ago.
they are taking to long to work out yeild problems.
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